Monika is based in the Fort Mill, SC office of LPL Financial. She has over 24 years of operations and finance management experience, positively impacting the overall financial health of organizations by focusing on revenue growth and expense management, while still ensuring clients' needs come first. Prior to joining LPL, Monika served as VP Finance, TPA of a large health insurer in the MD/DC area. She received her Bachelor’s in Finance from Ithaca College in Ithaca, NY and an MBA from University of Maryland. She is married and has 2 kids – a 13-year-old daughter and 9-year-old son; living in Charlotte since 2017. She enjoys the outdoors, water activities, travelling, is a foodie and loves wine.
Monika is an LPL employee and is part of the CFO Solutions Program that supports multiple advisor’s businesses.